Calculating and Allocating Compensation Expenses

After calculating the compensation expense for a position, use the Total Position tab in the Expense portion of the position details data form to view the total aggregated values of the following for all assigned employees:

Use the Vacancy tab to display the basic salary, taxable compensation, and gross earning expenses for positions without assigned employees.

  To calculate period-level compensation detail expenses, and allocate them to General Ledger accounts:

  1. Access the position or the employee details data form.

  2. Select the tab for the kind of compensation to calculate (Benefit, Additional Earnings, and so on) and allocate.

  3. In Expense, perform any task:

    • Calculate period-level expenses for compensation in terms of basic salary, gross earnings, and taxable compensation by performing these tasks:

      • For the Position budget detail or the Position and Employee budget detail, select Total Position.

        If compensation expenses are already calculated, expand Total Compensation Expense.

      • Right-click in the first column, and then select Calculate Compensation Expense.

    • Calculate compensation expenses for the vacant portion of the position, select Vacancy, right-click, and then select Calculate Compensation Expense.

    • Allocate compensation expenses to General Ledger accounts, by performing these task:

      • Ensure that allocations defaults are defined, or that the chart fields or segments for allocations are specified on the Allocations tab.

      • Right-click, and then select Allocate Compensation Budget to General Ledger Accounts.

        Allocate the vacant portion of position or employee expenses by selecting Vacancy, right-clicking, and then selecting Allocate Compensation Budget to General Ledger Accounts.

    • View position and employee expenses by period after performing allocations by right-clicking, and then selecting View Allocated Expenses.

    • To identify the annual, quarterly, or monthly impact of all assigned compensation details on the budget, see Viewing the Budget Impact of Compensation Expenses.